topic where can i find statement of benefits on retirement income? in Retirement tax questions

where can i find statement of benefits on retirement income?

pritpal-singh88 — Thu, 04 Dec 2025 19:11:14 GMT

Notice from IRS asks me to send statement of benefits on retirement income but I don't see any tax form provided by my 401k company. Where can i find this information?

Re: where can i find statement of benefits on retirement income?

xmasbaby0 — Thu, 04 Dec 2025 19:19:48 GMT

Are you asking about your 1099R? If you have been receiving retirement benefits, then the financial institution that manages your 401k sends you a 1099R in late January/early to mid-February. Or you might need to go on their website to get a copy of your 1099R.